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Liberty All-Star Equity Fund
USA

Overview Fund Activity

159 hedge funds and large institutions have $144M invested in Liberty All-Star Equity Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 41 reducing their positions, and 15 closing their positions.

Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
68
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$3.7M
2
BCM
2
Bluefin Capital Management
New York
$678K
3
QPW
3
Quantum Private Wealth
Florida
$553K
4
PCM
4
Penserra Capital Management
California
$9.08M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5M

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$2.24M
2
IAN
2
Integrated Advisors Network
Texas
$3.15M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.66M
4
Wells Fargo
4
Wells Fargo
California
$9.57M
5
LPL Financial
5
LPL Financial
California
$9.32M
Name Market Value Shares Shares
Change 		Shares
Change %
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$1K 102 – –
AW
152
Avion Wealth
Texas
$1K 100 – –
TWA
153
TCI Wealth Advisors
Arizona
$1K 220 +220 New
WIM
154
Westside Investment Management
California
$4 862 +20 +2%
GA
155
Geller Advisors
New York
– – -68,189 Closed
GAM
156
Gemmer Asset Management
California
– – -50,323 Closed
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
– – -39,452 Closed
ARC
158
Advisor Resource Council
Texas
– – -27,851 Closed
FCMA
159
Foresight Capital Management Advisors
Michigan
– – -24,837 Closed
AAS
160
Ameritas Advisory Services
Nebraska
– – -20,275 Closed
SWM
161
Spire Wealth Management
Virginia
– – -18,231 Closed
LFAS
162
Level Four Advisory Services
Texas
– – -14,450 Closed
SOS
163
Silver Oak Securities
Tennessee
– – -12,813 Closed
USCWA
164
U.S. Capital Wealth Advisors
Texas
– – -11,232 Closed
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
– – -10,518 Closed
AWM
166
Avior Wealth Management
Nebraska
– – -4,310 Closed
PFS
167
Prospera Financial Services
Texas
– – -3,000 Closed
GWM
168
Geneos Wealth Management
Colorado
– – -2,920 Closed
GWMIA
169
Global Wealth Management Investment Advisory
Florida
– – -35 Closed
GRP
170
Global Retirement Partners
California
$0 38 – –
CFGS
171
Concourse Financial Group Securities
Alabama
– – – –
PFA
172
Professional Financial Advisors
Nebraska
$0 11 – –
Fidelity Investments
173
Fidelity Investments
Massachusetts
$0 3 +2 +200%
TC
174
Truvestments Capital
Florida
$0 5 +5 New
HGERS
175
Householder Group Estate & Retirement Specialist
Arizona
$0 71 +71 New
3 4 5 6
7